The IRS on Sept. 15 released final regulations that reflect changes the SECURE 2.0 Act of 2022 made, including the requirement that catch-up contributions certain eligible participants make be ...

The Saver’s Match was created by the SECURE 2.0 Act of 2022 and comes into effect in 2027. Instead of a non-refundable tax credit, the Match offers what is essentially a fully refundable credit, ...

Professional mobility is ubiquitous, and the younger a member of the workforce is, the more likely it is. That may result in an interesting, varied career, but is that movement compatible with ...

The Biden administration finalized a new fiduciary rule, called the Retirement Security Rule, in April 2024. The focus of that rule was to extend ERISA fiduciary duties to one-time professional ...

There was plenty of vigor and heat that boosted the assets and funding ratios of private-sector pension plans in summer 2025, analysts report. Summer — rising temperatures, growth, vitality. In nature ...

More specifically, data by the company reveals that plans with auto-enroll and auto-increase had an average account balance of $158,000 as of June, compared to an overall average account balance of ...

Nominee for Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) Dan Aronowitz is among those who will be included in the resolution Senate Majority Leader John Thune ...

More than half of U.S. households had retirement accounts in a just-released study by the Congressional Research Service. That’s 54%, to be exact, according to the CRS in “Distribution of Retirement ...

The IRS has updated the remedial amendment cycle (RAC) lis t for defined contribution plans. The update is for the fourth RAC. Background. On June 30, 2017, the IRS issued IRS Rev ...

The Certified Pension Consultant (CPC) credential prepares professionals for leadership roles in retirement plan administration, covering compliance, relationship management, and plan documents. It ...

When participants earn benefits in a defined benefit plan (DB plan), they can also earn the permanent legal right to receive those benefits in the future. This can occur after a participant reaches ...

The curriculum provides thorough training in 401(k) plan management and plan compliance and testing. Earning the QKA ® credential proves that you have met the national standard for all professionals ...